MHR
Matthew Hamilton Rosenberg Portfolio holdings
AUM
$430M
1-Year Return
11.11%
This Quarter Return
-14.81%
1 Year Return
+11.11%
3 Year Return
+38.67%
5 Year Return
+65.12%
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
51.31%
Holding
328
New
327
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.94% |
| 2 | Consumer Staples | 2.85% |
| 3 | Healthcare | 2.76% |
| 4 | Financials | 2.76% |
| 5 | Consumer Discretionary | 2.43% |
